SMFG

Sumitomo Mitsui Financial Group Portfolio holdings

AUM $5.7B
1-Year Est. Return 12.99%
This Quarter Est. Return
1 Year Est. Return
+12.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.89B
AUM Growth
+$901M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$254M
2
+$191M
3
+$131M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$109M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$45.8M

Top Sells

1
+$183M
2
+$39.6M
3
+$8M
4
XYZ
Block Inc
XYZ
+$5.58M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.34M

Sector Composition

1 Financials 19.68%
2 Technology 4.97%
3 Consumer Discretionary 0.9%
4 Healthcare 0.51%
5 Consumer Staples 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.9M 0.2%
64,207
+30,331
27
$5.74M 0.2%
63,484
+16,996
28
$4.86M 0.17%
25,157
-2,227
29
$4.8M 0.16%
67,920
-6,160
30
$4.49M 0.15%
15,208
-1,308
31
$4.44M 0.15%
36,085
+18,452
32
$4.36M 0.15%
18,501
-255
33
$4.33M 0.15%
92,931
+7,414
34
$4.32M 0.15%
58,023
+23,986
35
$4.3M 0.15%
21,519
+9,214
36
$4.22M 0.14%
133,610
+107,830
37
$4.12M 0.14%
11,283
-776
38
$4.09M 0.14%
41,680
-5,441
39
$3.94M 0.14%
67,045
+6,843
40
$3.55M 0.12%
72,307
+42,248
41
$3.5M 0.12%
62,040
-6,592
42
$3.18M 0.11%
57,747
-643
43
$3.03M 0.1%
32,184
-7,227
44
$2.97M 0.1%
12,311
-3,395
45
$2.86M 0.1%
63,914
-3,251
46
$2.84M 0.1%
51,235
-12,988
47
$2.77M 0.1%
19,633
-1,665
48
$2.75M 0.09%
5,048
-890
49
$2.67M 0.09%
46,960
+3,230
50
$2.61M 0.09%
65,237
-12,180
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